← All 8 sessions Session 04 of 8 · Excel & Analysis

Copilot in Excel

⏱ 2 hours core · 2.5 hrs hands-on practice Live over Microsoft Teams · tailored to your tenant

Excel as an analytical partner for decision-making. Clean, enrich and analyse data with natural language, including the deeper-reasoning Anthropic models for complex, multi-step tasks.

What we cover

Inside Session 04.

Getting started

Toolbar experience and entry points
Model selection: OpenAI and Anthropic (Frontier), and when to use each
Allow Editing mode vs. Chat-only mode
Working with internal data
Search sources: SharePoint, OneDrive

Data preparation and cleaning

Cleaning with Copilot: duplicates and formatting
Enrichment: derived columns, categorisation
Spotting anomalies, outliers and missing values
Organising and restructuring tables

Analysis, insights & visualisation

Sorting, filtering, summarising tables
Auto-generated charts from natural language
Comparisons, trends and business summaries

Dashboards & advanced workflows

Initial dashboards from existing data
Combining multiple data sources
Parallel operations and modular work
Analyst agent with Excel for deeper reasoning

By the end of this session

Your team will be able to…

✓

Clean and enrich raw data without writing formulas.

✓

Generate insights, charts and dashboards on demand.

✓

Run complex multi-step analyses with the right model.

Bring Session 04 to your team.

Delivered live over Microsoft Teams and tailored to your Microsoft 365 environment. Tell us a little about your organisation and we’ll shape the session around your goals and calendar.